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Sponsor portfolio

BOBBY COX COMPANIES, INC.

EIN 75-2022854-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$990K premiums
Participants
2,426
5000 OVERTON PLAZA, SUITE 300 - FORT WORTH, TX 76109817-377-6300bobbycox.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$23.3M - 2,122 part#501Mixed-$990K - 1,377 lives

Benefits portfolio analytics

1 plan / $990K premiums / 1,377 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$443K
  • Dental$399K
  • Vision$399K
  • Stop-loss$283K
  • Life$125K
  • Long-term disability$105K
  • +1 more
Total $990K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • AMERITAS LIFE INSURANCE CORP.40%
  • PAN-AMERICAN LIFE INSURANCE COMPANY29%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA28%
  • UNITED HEALTHCARE INSURANCE COMPANY4%
  • RXBENEFITS, INC.0%
Total $990K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $123K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BOBBY COX COMPANIES, INC. 401(K) SAVINGS PLAN

401k

Assets$23.3M
Participants2,122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOBBY COX COMPANIES, INC. HEALTH AND WELFARE PLAN

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$990K
Covered lives1,377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOBBY COX COMPANIES, INC. 401(K) SAVINGS PLAN401k$23.3M2,1222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOBBY COX COMPANIES, INC. HEALTH AND WELFARE PLANMixedAMERITAS LIFE INSURANCE CORP$990K1,3772025
Retirement plans
Welfare plans
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